James Wilk Lloyd appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Wilk Lloyd appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-06 | Form ADV | QP WEALTH MANAGEMENT, LLC | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | BOCA RATON, FL |